Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
119 hedge funds and large institutions have $275M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
7% more funds holding
Funds holding: 111 → 119 (+8)
5% more capital invested
Capital invested by funds: $261M → $275M (+$13.4M)
0.51% more ownership
Funds ownership: 24.72% → 25.23% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$12M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.22M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$3.35M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.12M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.7M |
| 2 |
BA
Bridge Advisory
Pasadena,
California
|
-$3.27M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.35M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$1.47M |
| 5 |
Morgan Stanley
New York
|
-$1.3M |
QQQX Hedge Fund Activity: Q4 2023 in Review
119 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2023, worth a combined $275M — up 5.1% from $261M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new QQQX positions and 13 closed out — a net gain of 9 holders — while 40 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $11.7M.
- 119 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2023, up from 111 in Q3 2023.
- Funds reported $275M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2023, up 5.1% quarter-over-quarter.
- 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2023 and 13 closed out, a net change of +9 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2023 was Cornerstone Advisors, an estimated $12M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2023 was Wells Fargo, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2023.